2026 Summer Associate – Alternative Investments Due Diligence - St. Petersburg, FL jobs in United States
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Raymond James · 1 day ago

2026 Summer Associate – Alternative Investments Due Diligence - St. Petersburg, FL

positionSaint Petersburg, Florida - United States
timeFull-time
remoteHybrid
seniorityNew Grad
date0+ years exp

Raymond James is one of the largest independent financial services firms in the country, providing trusted advice and tailored strategies for individuals and institutions. The Alternative Investments Summer Associate will support the IDD Team in conducting due diligence and investment analysis on non-traditional investment opportunities.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Participating in calls and meetings with investment management firms and taking detailed notes
Logging notes and other sources of information within the IDD Team database
Helping to support IDD Team in quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products
Performs other duties and responsibilities as assigned

Qualification

Investment analysisFinancial modelingRisk analysisSecurities markets knowledgeMS Office applicationsBloombergEVestmentFactSetCobalt/PitchbookTaking detailed notesHandling multiple prioritiesMeeting deadlinesCommunication skillsSelf-motivation

Required

Freshman or Sophomore standing (December 2027-May 2029 graduates) pursuing a bachelor's degree in business, finance, or related field
Any equivalent combination of experience, education, and/or training approved by Human Resources
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)
Knowledge of securities markets in general
Knowledge of MS Office applications
Skill in taking detailed notes
Excellent written and verbal communication skills
Ability to handle multiple priorities
Ability to self-motivate
Ability to meet multiple critical deadlines
General Experience - 4 to 6 months

Preferred

Bloomberg
eVestment or other hedge fund databases are a plus
FactSet or similar research management systems are a plus
Cobalt/Pitchbook are a plus
Skill in Excel and PowerPoint

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
dateFounded in 1962
location
Atlanta, Georgia, USA
people-size10001+ employees
web-link
http://www.raymondjames.com

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Financial Officer
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James Sickling
COO - Fixed Income
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Recent News

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Responsible AI at Scale: Lessons from Stuart Feld on the Chief AI Officer Podcast with Sanjay Puri
2025-12-26
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Mining moving again
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PRWeb
Cariloop partners with Raymond James to Bring Comprehensive Caregiver Support to Wealth Management Clients
2025-12-15
Company data provided by crunchbase